+68.9%
MP vs SOXQ
+265.0%
-196.1%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.6% |
| 7D | +3.0% | +5.3% | -2.3% | -0.8% |
| 30D | +8.3% | -3.7% | +12.0% | +11.0% |
| 3M | -3.8% | -7.8% | +4.0% | +0.7% |
| 6M | -4.9% | +58.4% | -63.3% | -33.8% |
| YTD | +9.6% | +68.1% | -58.5% | -27.2% |
| 1Y | -11.7% | +105.4% | -117.1% | -49.7% |
| 3Y | +158.5% | +239.2% | -80.7% | -12.1% |
| 5Y | +68.9% | +266.9% | -198.0% | -46.3% |
| All | +68.9% | +265.0% | -196.1% | -46.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 5y: compounded portfolio wealth divided by compounded SOXQ wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
5y analysis · Full analysis span regression · 6 months rolling